We’ve made it easier to maintain consistency in document titles with AI-powered title options and custom titling!

Set up a customer category for each document category. When the AI classifies an incoming document into that category, Medsender can select the most appropriate title from the options you provide.

Custom titling is useful when the title needs to include details that vary from document to document. Medsender’s AI can use details it already extracts, such as:

• Study type (MRI)
• Body part (Knee)
• Side (Left)
• Date 
• Provider 
• Facility 

For example, custom titling for an Imaging Result category could use:

Example title

“MRI - Knee – Right – January 15, 2026”

What each part means

study type - body part - side - date. Separate each part with a dash.

Using this format, Medsender can create consistent titles for the selected category while incorporating the specific details that help your team quickly identify each one.

To try it:

1. Go to Settings → Categories
2. Open an enabled document category
3. Expand Title options to add a list of approved titles, or expand Custom titling to create a naming format
4. Add your title options or custom titling instructions
5. Save your changes

This update does not remove your ability to enter a custom title. Existing document titles are not changed automatically. Custom titling describes how a document should be named. It cannot track workflow notes, follow-up instructions, or to-dos.

If AI title options are not enabled on your account, please reach out to us and we can help enable them.

Questions? Our team is ready to help at support@medsender.com.